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Thompson Investment Management’s Toll Brothers TOL Stock Holding History

Thompson Investment Management’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,050
Closed -$243K – 187
2017
Q4 		$243K Sell
5,050
-2,350
-32% -$108K 0.04% 165
2017
Q3 		$307K Hold
7,400
– – 0.06% 153
2017
Q2 		$292K Hold
7,400
– – 0.05% 150
2017
Q1 		$267K Sell
7,400
-200
-3% -$6.67K 0.05% 156
2016
Q4 		$236K Buy
7,600
+100
+1% +$2.96K 0.05% 163
2016
Q3 		$224K Buy
+7,500
New +$217K 0.04% 162

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thompson Investment Management's TOL Position: Q1 2018 in Review

Thompson Investment Management sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 5,050 shares — an estimated $243K sold.

Thompson Investment Management first reported a position in TOL in Q3 2016 and held it in 6 quarters. The position peaked at $307K in Q3 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Thompson Investment Management reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Thompson Investment Management sold 5,050 Toll Brothers shares in Q1 2018, an estimated $243K.
  • Thompson Investment Management first reported a position in Toll Brothers in Q3 2016 and held it in 6 quarters.
  • Thompson Investment Management's Toll Brothers position peaked at $307K in Q3 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Thompson Investment Management's 13F filing for Q1 2018, filed 4 May 2018.